We are live on ! Find out more

iShares Future Exponential Technologies ETF

XT

Market cap $3.83B

226 hedge funds and large institutions have $2.32B invested in iShares Future Exponential Technologies ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New

Increased

Maintained

Reduced

Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

3% more funds holding

Funds holding: 220 → 226 (+6)

3% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 70

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

3% less ownership

Funds ownership: 77.68% → 74.69% (-3%)

10% less capital invested

Capital invested by funds: $2.59B → $2.32B (-$268M)

Holders

226

Holders Change

Holders Change %

+2.73%

% of All Funds

3.59%

Holding in Top 10

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

0.11%

New

Increased

Reduced

Closed

Calls

$1.81M

Puts

–

Net Calls

+$1.81M

Net Calls Change

+$16K

Top Buyers

1	LPL Financial San Diego, California	+$10.8M
2	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	+$3.4M
3	Bank of America Charlotte, North Carolina	+$2.16M
4	MCM MAI Capital Management Independence, Ohio	+$2.14M
5	DAS Dynamic Advisor Solutions Phoenix, Arizona	+$1.55M

Top Sellers

1	BCI Brinker Capital Investments Berwyn, Pennsylvania	-$47.2M
2	OPS Orion Portfolio Solutions Omaha, Nebraska	-$47.2M
3	Jane Street New York	-$17.5M
4	OMC Old Mission Capital Chicago, Illinois	-$5.01M
5	Susquehanna International Group Bala Cynwyd, Pennsylvania	-$3.88M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
51	KAS 51 Kestra Advisory Services Austin, Texas	$2.04M	+$450K	+8,183	+27%
52	MCM 52 MAI Capital Management Independence, Ohio	$2.03M	+$2.14M	+38,831	New
53	CI 53 CX Institutional Auburn, Indiana	$2.02M	-$301K	-5,475	-12%
54	JMPWA 54 JP Morgan Private Wealth Advisors San Francisco, California	$2.02M	-$125K	-2,265	-6%
55	VNA 55 Valley National Advisers Bethlehem, Pennsylvania	$1.86M	+$213K	+3,879	+12%
56	SM 56 Sweeney & Michel Chico, California	$1.83M	+$564K	+10,246	+41%
57	SWIG 57 Strategic Wealth Investment Group Louisville, Kentucky	$1.82M	+$7.04K	+128	+0.4%
58	EPWM 58 Essex Private Wealth Management Topsfield, Massachusetts	$1.56M	-$60.3K	-1,096	-4%
59	FA 59 FDx Advisors Chicago, Illinois	$1.49M	+$40.9K	+743	+3%
60	WBG 60 Wharton Business Group Malvern, Pennsylvania	$1.43M	–	–	–
61	61 Carson Wealth (CWM LLC) Omaha, Nebraska	$1.4M	+$327K	+5,933	+28%
62	PA 62 PFG Advisors Phoenix, Arizona	$1.39M	+$281K	+5,099	+24%
63	GIA 63 Gladstone Institutional Advisory Palm Beach Gardens, Florida	$1.36M	+$167K	+3,039	+13%
64	MC 64 Mathes Company New York	$1.33M	–	–	–
65	RW 65 REDW Wealth Albuquerque, New Mexico	$1.3M	-$23.7K	-430	-2%
66	AAS 66 Avantax Advisory Services Dallas, Texas	$1.23M	+$191K	+3,462	+17%
67	CPC 67 Consolidated Planning Corp Atlanta, Georgia	$1.2M	-$7.32K	-133	-0.6%
68	68 Bank of Montreal Toronto, Ontario, Canada	$1.17M	-$2.42K	-44	-0.2%
69	CWM 69 Cedar Wealth Management Walnut Creek, California	$1.13M	–	–	–
70	JIP 70 Jaffetilchin Investment Partners Tampa, Florida	$1.07M	–	–	–
71	71 Fidelity Investments Boston, Massachusetts	$1.03M	+$123K	+2,236	+13%
72	GEA 72 Glen Eagle Advisors Kingston, New Jersey	$988K	-$5.01K	-91	-0.5%
73	73 HighTower Advisors Chicago, Illinois	$985K	+$105K	+1,916	+11%
74	74 Mercer Global Advisors Denver, Colorado	$977K	-$52.9K	-962	-5%
75	SFI 75 SPC Financial Inc Rockville, Maryland	$925K	+$37.8K	+687	+4%

XT Hedge Fund Activity: Q3 2023 in Review

226 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q3 2023, worth a combined $2.32B — down 10% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new XT positions and 19 closed out — a net gain of 8 holders — while 72 added to existing stakes and 70 trimmed.

The largest buyer was LPL Financial, adding an estimated $10.8M. The largest seller was Brinker Capital Investments, cutting an estimated $47.2M.

226 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q3 2023, up from 220 in Q2 2023.
Funds reported $2.32B of iShares Future Exponential Technologies ETF stock for Q3 2023, down 10% quarter-over-quarter.
27 funds opened new iShares Future Exponential Technologies ETF positions in Q3 2023 and 19 closed out, a net change of +8 holders.
The largest iShares Future Exponential Technologies ETF buyer in Q3 2023 was LPL Financial, an estimated $10.8M added.
The largest iShares Future Exponential Technologies ETF seller in Q3 2023 was Brinker Capital Investments, an estimated $47.2M sold.

Based on aggregated 13F filings for Q3 2023.

iShares Future Exponential Technologies ETF XT Market cap $3.83B